Ingantacciyar shigar da injinan waya mai lebur don sabbin motocin makamashi

Tuyere aikace-aikacen layin layi ya isa.Motoci, a matsayin ɗaya daga cikin mahimman tsarin lantarki guda uku na sabbin motocin makamashi, suna lissafin 5-10% na ƙimar abin hawa.A farkon rabin wannan shekara, daga cikin sabbin motocin makamashi guda 15 da aka sayar, yawan shigar da injin layin lebur ya karu sosai zuwa 27%.

Ana sa ran masana'antar cewa a cikin 2025, layin lebur zai ɗauki fiye da 80% na injin tuƙi na sabbin motocin makamashi.Masu aiko da rahotanni sun gano cewa manyan masana'antun layukan lantarki na yanzu samfuran da ke da alaƙa ba su da wadata, ana faɗaɗa samarwa a shekara mai zuwa.

Cibiyoyin dillalai sun yi imanin cewa tare da saurin sauyawa na sabbin motocin lantarki da yawa, injin layin lebur, 2022-2023 yana gab da shiga cikin layukan saurin haɓakawa, tsarin farko na kamfanin zai ji daɗin riba.Canjin saurin maye gurbin layin lebur a cikin 2021, Tesla ya maye gurbin motar layin lebur na cikin gida, yana haifar da haɓakar haɓakawa, an ƙaddara yanayin injin layin lebur.“Daga umarnin da kamfanin ya bayar, ana iya hasashen cewa manyan kamfanonin samar da makamashi na duniya sun fara sauya injinan waya mai fadi da yawa, kuma lamarin yana kara habaka.

Sakamakon buƙatun abokin ciniki, samar da waya mai lebur zai shiga wani lokaci na haɓaka cikin sauri kuma wadatar za ta yi girma cikin sauri, "in ji Jingda Shares, mai samar da Tesla a China.Sashen kula da hannun jari na Jingda ya ce wa manema labarai, samar da kayayyaki na waje na kamfanin yana da layin zagaye da layin lebur, amma yana da lissafin samar da layukan.

Tare da ƙarar sabbin motocin makamashi, buƙatun layin layi na gaba zai fi girma.An bayar da rahoton cewa, kayayyakin da kamfanin ya samu sun wuce takardar shedar wasu sabbin kamfanonin samar da makamashi, ayyukan da ake da su a kan layin da suka kai 60. Chen Haibing, babban manajan kamfanin wayar wutar lantarki ta Jinbei, ya shaidawa manema labarai na Cailin.com cewa. a halin yanzu, sabon makamashin motoci lebur layi wannan yanki ne kamfanin ya mayar da hankali a kan ci gaban da kayayyakin.

Idan aka kwatanta da layin zagaye, cikakken adadin ramin ya fi girma.Motar guda ɗaya, ta yin amfani da layin layi, ƙarfin wutar lantarki ya fi girma, ƙarar ƙarami kuma yana da amfani ga zubar da zafi, don haka motar layin layi yana da fa'idodi da yawa.Layin layi yana gaba ɗaya a tsakiyar tsarin maye gurbin layin zagaye.Ya ci gaba da gabatar da cewa, “a da, nau’ukan tsadar kayayyaki da farashinsu ya haura yuan 200,000 sun kai kusan kashi 100 cikin 100 na waya (motoci), amma lamarin ya sha bamban a rabin na biyu na shekarar.

Mun gano cewa Wuling Mini da sauran nau'ikan suma suna ƙoƙarin amfani da waya mai lebur (motar).Kusan watan Agusta ko Satumba, kamfanin a hankali ya ba da wasu samfuran lantarki na tattalin arziki. "Sabbin motocin makamashi a halin yanzu suna cikin ci gaba cikin sauri, kuma masu amfani suna da ƙarin buƙatu don aikin abin hawa.

An fahimci cewa ƙananan juriya na cikin gida da aka kawo ta hanyar iskar waya mai fa'ida yana inganta ingantaccen canjin makamashi na motar, wanda shine muhimmin abu don inganta ƙarfin abin hawa da farashin baturi.A wannan shekara, BYD, GaC, da sauransu.

Wannan shekarar ita ce shekarar farko ta aikace-aikacen wayar tafi da gidanka.A cikin 2025, ana sa ran buƙatun waya za su yi girma cikin sauri daga kusan tan 10,000 zuwa fiye da tan 190,000.Kamfanonin da suka sami nasarar samar da waya mai fa'ida don NEV sun haɗa da Jingda Shares (600577.SH), Fasahar bangon bango (603897.SH), Jinbei Electric Engineering (002533.SZ) da Guancheng Datong (600067.SH).Tsarin ikon samar da hannun jari na Jingda shine ton 19,500 a karshen shekarar 2021 da ton 45,000 nan da shekarar 2022.

Kamfanin ya ce wa manema labarai, takwarorinsu na yanzu suna da tsare-tsaren fadadawa, dangane da bukatar shekara mai zuwa, da za a shirya a gaba.A baya dai Great Wall Technology ta sanar da shirin sanya hannun jari mai zaman kansa, tan 45,000 na sabbin motocin makamashin lantarki, aikin wayar lantarki, wanda aka shirya zuba jari na yuan miliyan 831.

Dalilin fadada shi ne saboda "iyakance da karfin layin da ake da shi, layin kamfanin ya yi karanci, yana samar da gibin wadata".Duk da haka, har yanzu kamfanin yana kara kayan aikin waya mai lebur don fadada karfin samar da wayar, wanda ake sa ran zai kai ton 10,000 a karshen wannan shekara ko farkon shekara mai zuwa.

“Wannan shekarar kusan kullum tana cikin halin karancin kayayyaki, duk wata ana samun karuwa.Layin filaye na musamman na kamfanin na sabbin motocin makamashi yana aiwatar da fadada samar da kayayyaki, kuma ana sa ran zai kai ton 600 a kowane wata da tan 7,000 a kowace shekara a karshen wannan shekara."Yana ci gaba mataki-mataki, kuma ana sa ran samar da ton 20,000 na iya samar da kayan aiki a cikin rabin na biyu na 2022. Tsarin hawan kayan aiki yana sannu a hankali," in ji mutumin na sama na Jinbei Electricians.

Bisa ga gabatarwar, kamfanin yana da yawan samar da abokan ciniki ciki har da Shanghai United Power, BorgWarner, Suzhou Huichuan, Jingjin Electric, da dai sauransu. Bugu da ƙari, an aika da waya mai laushi don sabon motar makamashi zuwa samfuran BYD.A halin yanzu, sabon aikin tabbatarwa ya kasance ba tsayayye ba.

Baya ga sabbin kamfanonin kera motoci guda uku, Geely, Great Wall, Automobile Guangzhou, Motar SAIC da dai sauransu su ma suna da wadata sosai.Kamfanin yana shirin samar da sabon motar makamashin lantarki na musamman na samar da wayar lantarki na ton 50,000 / shekara nan da Yuni 2025.

Mai ba da rahoto ya lura cewa sabbin samfuran layukan layin makamashi na waɗannan manyan masana'antun sun sami ɗan ƙaramin kaso na tallace-tallace.Tallace-tallacen Jingda Stock daga Janairu zuwa Yuni 2021 ya zarce tan 2,045.Daga Janairu zuwa Yuni 2021, fitar da layin lebur don sabbin motocin makamashi na Fasahar bangon bango shine ton 1300;Guanzhou Datong ya sayar da ton 1851.53 na kayayyakin layin lebur a farkon rabin shekara;Ana sa ran siyar da Kamfanin Lantarki na Jinbei a shekara zai kai tan 2000.

Koyaya, bisa ga masanin masana'antar da ke sama, masu kera layin lebur don shigar da jerin masu samar da sabbin motocin makamashi suna buƙatar yin takaddun shaida da yawa, wanda zai ɗauki watanni shida zuwa shekara ɗaya ko biyu.

Sabbin kamfanonin motocin makamashi galibi suna zaɓar masana'anta da yawa azaman masu kaya.Saboda tsadar sauyawa, ba za su canza masu kaya yadda suke so ba.

Dangane da lissafin Deppon Securities, a cikin 2020, ƙimar shigar da motar layin lebur kusan 10%, ƙimar shigar da sabon abin hawa makamashi kusan 5.4% ne, kuma ƙimar shigar da layin lebur bai wuce 1%.Ana sa ran cewa layin lebur zai karu cikin sauri a cikin shekaru 22-23, kuma kamfanonin da suka sami nasarar samar da layin lebur za su ci gaba da jin daɗin ribar farko.


Lokacin aikawa: Maris 21-2023